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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Fund Letter | Avram FisherLong Cast Advisers | Pro-Dex Inc. $PDEX• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long PDEX (Pro-Dex Inc) Pro-Dex's long-term upside remains anchored in historical 20% compounding of book value per share and key commercial partnerships. While short-term margins... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Avram FisherLong Cast Advisers | Pro-Dex Inc. $PDEX• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long PDEX (Pro-Dex, Inc.) The PDEX pitch offered an attempt to quantify the anticipated incremental benefits to operations if Zimmer succeeds with the mBos robot commercialization (a *corrected* version of the s | BULL | View Pitch → |
| Aug 4, 2026 | Fund Letter | Avram FisherLong Cast Advisers | Pro-Dex Inc. $PDEX• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long Cast Advisers - PDEX The PDEX pitch offered an attempt to quantify the anticipated incremental benefits to operations if Zimmer succeeds with the mBos robot commercialization (a *correct... | BULL | View Pitch → |
| Aug 1, 2026 | Fund Letter | Sean KirkwoodSRK Capital | Pro-Dex Inc. $PDEX• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long PDEX (Pro-Dex Inc.) Pro-Dex Inc. ($PDEX) is a specialized medical technology engineering firm that designs, manufactures, and services miniature powered surgical instruments for global medical device original equipment manufacturers (OEMs). The manager established... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Avram FisherLong Cast Advisers | Pro-Dex Inc. $PDEX• NASDAQ | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long Cast Advisers 2025 Q3 (PDEX) We have been invested in PDEX for several years. It is a... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.